# Top 403(b) Plan Auditors
Source: https://planprovider.pro/auditors/403b?page=4

> Find experienced 403(b) plan auditors for nonprofit and education sector plans.

Find experienced 403(b) plan auditors for nonprofit and education sector plans.

Browse 934 providers in this category.

## Provider ranking

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### [Benefit Audit Group LLC](https://planprovider.pro/provider/benefit-audit-group-llc)

Employee Benefit Plan Auditor

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $321M under management

**Company:** Est. 2008

[View Profile](https://planprovider.pro/provider/benefit-audit-group-llc)

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### [Brady Ware & Schoenfeld Inc.](https://planprovider.pro/provider/brady-ware-and-schoenfeld-inc)

Employee Benefit Plan Auditor

Dayton, OH

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $95M under management

**Company:** Est. 1952

[View Profile](https://planprovider.pro/provider/brady-ware-and-schoenfeld-inc)

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### [Calibre CPA Group PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc)

Employee Benefit Plan Auditor

Bethesda, MD

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $251M under management

[View Profile](https://planprovider.pro/provider/calibre-cpa-group-pllc)

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### [Ellin & Tucker, Chartered](https://planprovider.pro/provider/ellin-and-tucker-chartered)

Employee Benefit Plan Auditor

Baltimore, MD

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $512M under management

**Company:** Est. 2003

[View Profile](https://planprovider.pro/provider/ellin-and-tucker-chartered)

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### [Green Hasson & Janks LLP](https://planprovider.pro/provider/green-hasson-and-janks-llp)

Employee Benefit Plan Auditor

Los Angeles, CA

**Credentials:** AICPA Member • Plan Audit Quality Center (EBPAQC)

**Stats:** 6 plans audited • $793M under management

**Company:** Est. 1991

[View Profile](https://planprovider.pro/provider/green-hasson-and-janks-llp)

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### [KMH LLP](https://planprovider.pro/provider/kmh-llp)

Employee Benefit Plan Auditor

Honolulu, HI

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $602M under management

**Company:** Est. 2002

[View Profile](https://planprovider.pro/provider/kmh-llp)

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### [Kreischer Miller](https://planprovider.pro/provider/kreischer-miller)

Employee Benefit Plan Auditor

Horsham, PA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $488M under management

**Company:** Est. 1975 • 286 employees

[View Profile](https://planprovider.pro/provider/kreischer-miller)

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### [Kundinger, Corder & Montoya, P.C.](https://planprovider.pro/provider/kundinger-corder-and-montoya-pc)

Employee Benefit Plan Auditor

Denver, CO

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $120M under management

**Company:** Est. 1991

[View Profile](https://planprovider.pro/provider/kundinger-corder-and-montoya-pc)

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### [Landmark CPAs](https://planprovider.pro/provider/landmark-cpas)

Employee Benefit Plan Auditor

Fort Smith, AR

**Credentials:** Other

**Stats:** 6 plans audited • $475M under management

**Company:** Est. 2018 • 116 employees

[View Profile](https://planprovider.pro/provider/landmark-cpas)

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### [Lane Gorman Trubitt, LLC](https://planprovider.pro/provider/lane-gorman-trubitt-llc)

Employee Benefit Plan Auditor

Dallas, TX

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $337M under management

**Company:** Est. 1950

[View Profile](https://planprovider.pro/provider/lane-gorman-trubitt-llc)

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### [Lutz & Company PC](https://planprovider.pro/provider/lutz-and-company-pc)

Employee Benefit Plan Auditor

Omaha, NJ

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $2.4B under management

**Company:** Est. 1980 • 429 employees

[View Profile](https://planprovider.pro/provider/lutz-and-company-pc)

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### [MCM CPAs & Advisors LLP](https://planprovider.pro/provider/mcm-cpas-and-advisors-llp)

Employee Benefit Plan Auditor

Louisville, KY

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $165M under management

**Company:** Est. 2012 • 225 employees

[View Profile](https://planprovider.pro/provider/mcm-cpas-and-advisors-llp)

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### [Stockman Kast Ryan & CO LLP](https://planprovider.pro/provider/stockman-kast-ryan-and-co-llp)

Employee Benefit Plan Auditor

Colorado Springs, CO

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $139M under management

**Company:** Est. 2012

[View Profile](https://planprovider.pro/provider/stockman-kast-ryan-and-co-llp)

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### [Tanner LLC](https://planprovider.pro/provider/tanner-llc)

Employee Benefit Plan Auditor

Salt Lake City, UT

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $124M under management

**Company:** Est. 1989

[View Profile](https://planprovider.pro/provider/tanner-llc)

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### [West, Rhode & Roberts](https://planprovider.pro/provider/west-rhode-and-roberts)

Employee Benefit Plan Auditor

San Deigo, CA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $246M under management

**Company:** Est. 1986

[View Profile](https://planprovider.pro/provider/west-rhode-and-roberts)

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### [Windham Brannon, LLC](https://planprovider.pro/provider/windham-brannon-llc)

Employee Benefit Plan Auditor

Atlanta, GA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 6 plans audited • $212M under management

**Company:** Est. 1986

[View Profile](https://planprovider.pro/provider/windham-brannon-llc)

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### [Wiss & Company, LLP](https://planprovider.pro/provider/wiss-and-company)

Employee Benefit Plan Auditor

New York, NY

**Stats:** 6 plans audited • $11.8B under management

**Company:** Est. 1969

[View Profile](https://planprovider.pro/provider/wiss-and-company)

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### [Aldrich CPAs + Advisors LLP](https://planprovider.pro/provider/aldrich-cpas-advisors-llp)

Employee Benefit Plan Auditor

Carlsbad, CA

**Credentials:** AICPA Member • Plan Audit Quality Center (EBPAQC)

**Stats:** 5 plans audited • $831M under management

**Company:** Est. 1973

[View Profile](https://planprovider.pro/provider/aldrich-cpas-advisors-llp)

- 

### [BerganKDV Ltd.](https://planprovider.pro/provider/bergankdv-ltd)

Employee Benefit Plan Auditor

St. Cloud, MN

**Credentials:** AICPA Member • Plan Audit Quality Center (EBPAQC)

**Stats:** 5 plans audited • $42M under management

[View Profile](https://planprovider.pro/provider/bergankdv-ltd)

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### [Bollus Lynch LLP](https://planprovider.pro/provider/bollus-lynch-llp)

Employee Benefit Plan Auditor

Worcester, MA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 5 plans audited • $144M under management

**Company:** Est. 1989

[View Profile](https://planprovider.pro/provider/bollus-lynch-llp)

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### [Bowman & Company LLP](https://planprovider.pro/provider/bowman-and-company-llp)

Employee Benefit Plan Auditor

Stockton, CA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 5 plans audited • $117M under management

**Company:** Est. 1939

[View Profile](https://planprovider.pro/provider/bowman-and-company-llp)

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### [Brady Martz & Associates P.C.](https://planprovider.pro/provider/brady-martz-and-associates-pc)

Employee Benefit Plan Auditor

Grand Forks, ND

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 5 plans audited • $36M under management

**Company:** Est. 1927

[View Profile](https://planprovider.pro/provider/brady-martz-and-associates-pc)

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### [GRASSI & CO., CPAS, P.C.](https://planprovider.pro/provider/grassi-and-co-cpas-pc)

Employee Benefit Plan Auditor

**Stats:** 5 plans audited • $97M under management

**Company:** Est. 1980

[View Profile](https://planprovider.pro/provider/grassi-and-co-cpas-pc)

- 

### [Harshwal & Company LLP](https://planprovider.pro/provider/harshwal-and-company-llp)

Employee Benefit Plan Auditor

San Diego, CA

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 5 plans audited • $96M under management

**Company:** Est. 2009

[View Profile](https://planprovider.pro/provider/harshwal-and-company-llp)

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### [Hawkins Ash CPAs, LLP](https://planprovider.pro/provider/hawkins-ash-cpas-llp)

Employee Benefit Plan Auditor

La Crosse, WI

**Credentials:** Plan Audit Quality Center (EBPAQC) • AICPA Member

**Stats:** 5 plans audited • $51M under management

**Company:** Est. 1956 • 190 employees

[View Profile](https://planprovider.pro/provider/hawkins-ash-cpas-llp)

"

# Finding the Right 403(b) Auditor for Your Retirement Plan

If you sponsor a 403(b) retirement plan, ensuring compliance and accuracy is critical. A qualified **403b auditor** plays a key role in protecting the plan's participants and meeting regulatory requirements set by the Department of Labor (DOL) and the Internal Revenue Service (IRS).

Retirement plans for tax-exempt organizations, such as schools, hospitals, and non-profits, must adhere to complex rules regarding their plan documents, operations, and financial reporting. When your plan reaches a certain size (typically 100 or more participants), an annual independent audit performed by an experienced **403b auditor** is often mandatory. This audit verifies the financial statements and ensures that the plan operates in accordance with the plan document and IRS/DOL regulations.

## What Does a 403(b) Audit Cover?

Working with an auditor who specializes in employee benefit plans, particularly 403(b) plans, is essential. The auditing procedures focus on several critical areas:

- **Plan Document Compliance:** The auditor verifies that the written plan document satisfies all 403(b) requirements and was timely adopted. Inconsistencies between the plan document and employee handbook should be identified and resolved.

- **Review of Plan Operations:** This includes checking internal controls, ensuring proper administration, and verifying that the plan's operations align with the written document and tax code.

- **Financial Statement Accuracy:** Auditors apply procedures to ensure that the beginning balance of net assets available for benefits is materially correct, which impacts the current year's statement of changes in net assets available for benefits.

- **Regulatory Guidance:** A qualified **403b auditor** provides guidance on IRS and DOL compliance requirements and assists with Form 5500 filing.

## Best Practices for 403(b) Plan Sponsors

While the auditor confirms compliance, plan sponsors have fiduciary oversight responsibilities. Key governance areas include:

- Maintaining a robust governance structure.

- Regularly reviewing investment lineup and fund options.

- Ensuring fee transparency and reasonableness.

- Properly managing record-keeping.

Choosing a firm with deep experience in auditing 403(b) plans is a best practice. Firms that audit various employee benefit plans, including defined contribution, 401(k), and 403(b) plans, often possess the specialized knowledge required to perform a thorough and accurate audit. Look for firms that offer actionable recommendations for improvement and clear communication throughout the process.

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